Purchases and Sales Made in Q2 2022 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
22K+ 15.45% |
$536K - $555K
|
164K
$4.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.7KNew |
$530K - $548K
|
21.7K
$546K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 56.75% |
$525K - $543K
|
59.5K
$1.49M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
19.6K+ 14.06% |
$478K - $494K
|
159K
$3.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
19.4K+ 22.55% |
$472K - $489K
|
105K
$2.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1K+ 176.84% |
$417K - $431K
|
26.8K
$672K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
16.9K+ 9.44% |
$411K - $426K
|
196K
$4.91M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.3K+ 27.78% |
$372K - $385K
|
70.2K
$1.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.1KNew |
$368K - $381K
|
15.1K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.9KNew |
$339K - $351K
|
13.9K
$349K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12.9K+ 4.89% |
$315K - $326K
|
277K
$6.96M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11.9K+ 66.06% |
$291K - $301K
|
30K
$754K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.3K+ 2.44% |
$275K - $285K
|
474K
$11.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
11K+ 107.33% |
$268K - $277K
|
21.2K
$533K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
10.7KNew |
$261K - $270K
|
10.7K
$269K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.32K+ 6.86% |
$227K - $235K
|
145K
$3.64M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.12K+ 5.17% |
$222K - $230K
|
185K
$4.65M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.19KNew |
$200K - $207K
|
8.19K
$206K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.96K+ 4.04% |
$194K - $201K
|
205K
$5.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.25KNew |
$177K - $183K
|
7.25K
$182K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.47KNew |
$158K - $163K
|
6.47K
$162K
|
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.21K+ 7.73% |
$151K - $157K
|
86.6K
$2.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.2K+ 69.22% |
$151K - $156K
|
15.2K
$380K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6.04K+ 2.9% |
$147K - $152K
|
215K
$5.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.03K+ 6.33% |
$147K - $152K
|
101K
$2.54M
|
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.78K+ 3.54% |
$141K - $146K
|
169K
$4.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
5.54K+ 1249.66% |
$135K - $140K
|
5.98K
$150K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.35K+ 5.76% |
$130K - $135K
|
98.3K
$2.47M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
4.83K+ 39.09% |
$118K - $122K
|
17.2K
$432K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.43K+ 9.88% |
$108K - $112K
|
49.3K
$1.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.2K+ 158.74% |
$102K - $106K
|
6.84K
$172K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.93K+ 8.55% |
$95.7K - $99K
|
49.8K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.71K+ 9.93% |
$90.3K - $93.4K
|
41K
$1.03M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.65K+ 7.64% |
$89K - $92.1K
|
51.5K
$1.29M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.35KNew |
$81.6K - $84.5K
|
3.35K
$84.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.07KNew |
$74.7K - $77.3K
|
3.07K
$76.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.06K+ 143.03% |
$74.5K - $77.1K
|
5.2K
$130K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.95K+ 6.45% |
$71.9K - $74.4K
|
48.7K
$1.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.65K+ 33.09% |
$64.6K - $66.9K
|
10.7K
$268K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.63K+ 13.8% |
$64K - $66.2K
|
21.7K
$543K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.55K+ 3.03% |
$62.1K - $64.2K
|
86.5K
$2.17M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.86KNew |
$45.4K - $47K
|
1.86K
$46.7K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.79KNew |
$43.6K - $45.1K
|
1.79K
$44.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.76K+ 5.11% |
$42.9K - $44.4K
|
36.2K
$909K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 8.03% |
$41.4K - $42.9K
|
22.9K
$574K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 20.64% |
$40.7K - $42.1K
|
9.76K
$245K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.57K+ 6.12% |
$38.4K - $39.7K
|
27.3K
$685K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.53K+ 100.99% |
$37.3K - $38.6K
|
3.05K
$76.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 23.85% |
$36.4K - $37.6K
|
7.75K
$194K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 2.41% |
$30.9K - $32K
|
54K
$1.36M
|